News
What changed in the supply chains behind compute, power and machines. The newest finds come first, marked not yet checked; below them, events a person has read, each with the sentence that says so.
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01Just found
02Checked events
- September 2026
- 2026-09-14TightensPolicyEU
The EU updates its dual-use control list to add atomic layer deposition equipment for molybdenum and ruthenium.
Ruthenium, sputtering and ALD grade
policy.trade.ec.europa.eu ↗official source
The sentence that says so
“Specifically, this update of the EU control list provides for the addition of new dual-use items, including: Semiconductor manufacturing and testing equipment and materials (e.g. Atomic Layer Deposition equipment for molybdenum and Ruthenium, equipment for the development and the inspection of Extreme Ultra-Violet masks and reticles, and single wafer cleaning equipment)”
- 2026-09-14NeutralCapacityCN
ArcelorMittal and China Oriental open a 1.8 Mt/yr electrical steel joint venture in Changzhou; the first phase is non-oriented.
Grain-oriented electrical steel (GOES)
gmk.center ↗secondary source
The sentence that says so
“The total production capacity of the facility in Changzhou will be 1.8 million tonnes of high-quality electrical steel sheets.”
- 2026-09-13LoosensMilestoneCN MY
Shanghai Electric wins its first overseas heavy-duty gas turbine order, 500 MW in Malaysia.
Heavy-duty gas turbine order books
prnewswire.com ↗official source
The sentence that says so
“Shanghai Electric Secures First Overseas Heavy-Duty Gas Turbine Order for 500 MW Malaysian Project / Shanghai Electric (SEHK: 02727, SSE: 601727) has achieved a milestone in the high-end overseas energy sector by securing the contract for Unit 3 of the Sarawak Samalaju Combined Cycle Gas Turbine (CCGT) project in Malaysia.”
- 2026-09-10TightensPolicyCN
China’s November export controls will test whether rare-earth refining and recycling outside it can scale.
Dysprosium metalDidymium (Nd-Pr) metal, magnet feedRare-earth magnet sintering
fastmarkets.com ↗secondary source
The sentence that says so
“For decades, China has been the dominant supplier of the rare earths required to produce sintered neodymium-iron-boron (NdFeB) magnets: neodymium-praseodymium (NdPr), dysprosium and terbium.”
- 2026-09-05TightensCapacityUS DE
Wacker’s 600-worker Charleston polysilicon plant may close after a US trade measure drove off both its customers.
arkansasonline.com ↗secondary source
The sentence that says so
“The move follows a White House proclamation last month that seeks to incentivize purchases of American polysilicon, the sources said, declining to be named because the matter was not public.”
- August 2026
- 2026-08-27LoosensCapacityVN JP
Tokuyama opens a polysilicon factory in Vietnam.
WhoTokuyama
pv-magazine-india.com ↗official source
The sentence that says so
“Japan's Tokuyama opens polysilicon factory in Vietnam.”
- 2026-08-15LoosensCapacityKR VN
Samsung weighs moving legacy memory packaging to Vietnam to free Korean lines for HBM stacking.
High-bandwidth memory stacking yield
techtimes.com ↗official source
The sentence that says so
“A move that would free floor space and specialized equipment lines at both sites for the high-bandwidth memory stacking work.”
- July 2026
- 2026-07-31NeutralCapacity
Silicon wafer shipments reached 3,573 million square inches in the second quarter, up 7.4% on the year.
eenewseurope.com ↗secondary source
The sentence that says so
“According to the SEMI Silicon Manufacturers Group (SMG), worldwide silicon wafer shipments reached 3,573 million square inches (MSI) in the second quarter of 2026.”
- 2026-07-30LoosensCapacityUS KR
Samsung brings its first Taylor, Texas fab online and will start a second by year end, warning the shortage runs to 2028.
koreaherald.com ↗secondary source
The sentence that says so
“Samsung Electronics is accelerating its US chip expansion, bringing its first Taylor, Texas, foundry online this year and starting construction of a second fab by year-end.”
- 2026-07-29NeutralMilestoneDE
SUSS plans a €45 million Advanced Packaging application and development center in Karlsruhe.
suss.com ↗official source
The sentence that says so
“SUSS, a leading manufacturer of equipment and process solutions for the semiconductor industry, plans to invest approximately €45 million in a new application and development center in Karlsruhe (Baden-Württemberg, Germany), significantly expanding its innovation capacities in Advanced Packaging.”
- 2026-07-28LoosensCapacityKR MY US
OCI Holdings plans to double polysilicon production capacity by 2029 to meet US demand.
WhoOCI
pv-magazine.com ↗official source
The sentence that says so
“OCI Holdings plans to double polysilicon production capacity by 2029.”
- 2026-07-17TightensCapacityUS KR
SK Siltron is liquidating SK Siltron CSS, its US silicon carbide wafer subsidiary, by year end.
Silicon carbide substrate, 200 mm semi-insulating
WhoSK Siltron
thelec.net ↗official source
The sentence that says so
“SK Siltron is proceeding with the liquidation of SK Siltron CSS, its SiC wafer manufacturing subsidiary located in Michigan. The process is expected to be completed by the end of this year.”
- June 2026
- 2026-06-30NeutralFilingUS NO
The Quartz Corp restructures its US operations, citing persistent losses in its renewable-energy business.
Crucible-grade high-purity quartz sand
thequartzcorp.com ↗official source
The sentence that says so
“The renewable energy industry, a significant business area for The Quartz Corp (TQC), is affected internationally by persistent losses.”
- 2026-06-30TightensCapacityUS
The Quartz Corp indefinitely closes one of its Spruce Pine plants, the most concentrated node in the chain.
Crucible-grade high-purity quartz sand
thequartzcorp.com ↗official source
The sentence that says so
“We are stabilizing our operations including the indefinite closure of one quartz production facility located at Altapass Highway in Spruce Pine, NC, U.S. and reducing our workforce by 20-30 people as a result.”
- 2026-06-14LoosensCapacityUS
Energy Fuels begins converting White Mesa to commercial dysprosium and terbium production from July.
boerse-global.de ↗secondary source
The sentence that says so
“Energy Fuels startet im Juli die Umstellung auf die Produktion von Dysprosium und Terbium, während die Uranförderung am unteren Ende der Prognose bleibt.”
- April 2026
- 2026-04-23TightensOutageJP KR
Japanese photoresist makers warn Samsung and SK hynix that the Iran war has cut supply of the solvents the chemistry needs.
thelec.net ↗secondary source
The sentence that says so
“A shortage of key solvents is disrupting production of photoresist and other photolithography materials in Japan.”
- 2026-04-15LoosensCapacityNL
ASML plans to ship more than 60 EUV scanners in 2026, high-NA and low-NA together, on memory demand.
WhoASML
techpowerup.com ↗official source
The sentence that says so
“In the latest Q1 2026 quarterly figures, ASML announced plans to ship over 60 EUV units this year, including both High-NA and Low-NA EUV lithography scanners.”
- March 2026
- 2026-03-27TightensPolicyEU
The European Commission opens a safeguard investigation into imports of grain-oriented electrical steel.
Grain-oriented electrical steel (GOES)
aslgate.com ↗official source
The sentence that says so
“on March 27, 2026, the European Commission issued a notice initiating a safeguard investigation on certain Grain-Oriented Electrical Steel (GOES) products.”
- 2026-03-18TightensOutageQA IR
The war that began in Iran in February triggers a helium shortage that could slow chip production.
dw.com ↗secondary source
The sentence that says so
“Among the latest geopolitical uncertainties for the industry is a shortage of helium that could slow global production.”
- December 2025
- 2025-12-03LoosensCapacityUS
Coherent adds 300 mm capability to its silicon carbide platform, citing AI and datacentre power demand.
Silicon carbide substrate, 200 mm semi-insulating
WhoCoherent
coherent.com ↗official source
The sentence that says so
“Coherent expands silicon carbide platform with 300mm capability to support growing demand of AI and datacenters.”
- 2025-12-02LoosensMilestoneJP
Nabtesco launches two compact precision reduction gear series aimed at smaller robot joints.
nabtesco.com ↗official source
The sentence that says so
“will add two new products to its lineup: the “RVmini® Series,” a compact and lightweight high-precision strain wave generators, and the “Monocrank™ Series,” which achieves high precision and high rigidity despite its compact size.”
- November 2025
- 2025-11-07LoosensPolicyCN
China suspends the export-control package it issued a month earlier, including its gallium measures, until November 2026.
gvw.com ↗secondary source
The sentence that says so
“On November 7, 2025, MOFCOM announced the suspension of the entire package of export controls issued just one month prior.”
- March 2024
- 2024-03-26LoosensCapacityUS
Wolfspeed tops out its $5bn silicon carbide materials plant in Siler City, built for 200 mm wafers.
Silicon carbide substrate, 200 mm semi-insulating
WhoWolfspeed
wolfspeed.com ↗official source
The sentence that says so
“Wolfspeed currently produces more than 60% of the world’s silicon carbide materials at its Durham, N.C. headquarters, and is engaged in a $6.5 billion capacity expansion effort to dramatically increase production.”
- November 2022
- 2022-11-10LoosensCapacityTW
TSMC moves to build a neon supply chain in Taiwan after the war in Ukraine cut global supply.
WhoTSMC
tomshardware.com ↗official source
The sentence that says so
“TSMC to Build Neon Supply Chain After Russia Decimated Global Supply.”
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